Bulk User Settings
    • 17 Feb 2025
    • 2 Minutes to read
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    Bulk User Settings

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    Article summary

    Bulk user settings let you choose which settings are automatically applied (or not applied) to users across your organization when managing a large enterprise company. This provides a consistent and efficient way to organize and manage your Offices’ settings.

    Who can use this

    This feature is in an Early Adopter Program and is only available to Super Admins with access to Dialpad ES (Enterprise Support Portal).

    Settings available for Bulk user settings

    The following user settings are available to be applied in bulk.

    Turn on Ai for calls

    Choose whether to have Dialpad Ai automatically turned on for calls.

    Show transcription when a call starts

    Choose whether call transcription is turned on when a call starts.

    Upload a new voicemail greeting

    Choose a voicemail greeting that is applied to all users.

    Upload new hold music

    Choose hold music that is applied to all users.

    Ring duration

    Choose how long a call rings until it disconnects.

    Note

    Ring duration is limited to 45 seconds for bulk user settings.

    Call Handling

    Choose how the call is handled when the user is on another call.

    Caller ID

    Choose whether to show a caller ID.

    IVR, Voicemail, and Ai Language

    Choose the default IVR, voicemail, and Ai language

    Personal Working Hours

    Choose what working hours to set for users.

    Advanced missed call routing

    Choose how missed calls are routed.

    Enable Bulk user settings

    To enable Bulk user settings:

    1. Go to Dialpad Enterprise Support Portal and select your Company

    2. Select Bulk user settings

    3. In the Specify the Target Key field, enter the Target Key

      Note

      Ensure you add the proper Target Key.

    4. Choose your desired options for each field and select Submit

      Note

      If you don’t modify a field, settings will revert to the default setting.

      The settings are applied to users in your chosen target. A confirmation is sent to the Super Admin users confirming the update.

      Email summary of user settings update with success status and details provided.

    Target Keys

    Target Keys are unique multi-character codes used to identify specific groups in your company. When using the Bulk user settings feature, you need to provide a Target Key to know which area of the company these changes will be made.

    Currently, there are 3 options for target keys that can be used:

    Company

    A Company Target Key applies changes made in Bulk user settings to all users in the company, regardless of their position, group, office, or location

    Office

    An Office Target Key applies changes made in Bulk user settings to all users in a particular office, regardless of their position or location

    Group

    A Group Target Jey applies changes made in Bulk user settings to a particular Contact Center, Coaching Team, or Department

    Note

    This option allows you to be more specific about where bulk user settings are applied, such as choosing to only apply updates to Contact Centers in North America.

    To add a Target Key:

    1. On your company’s Dialpad CSR homepage, select Offices or Departments

    2. On the Office/Department/Call Center Lookup page, choose your desired Office or group

      Company lookup interface displaying user roles, domains, and licensing information for AeroLabs.

    3. In your chosen office or group row, copy the key in the Key column

      Overview of AeroLabs offices, highlighting primary office and user details.

    4. Navigate back to your company’s Dialpad CSR page and select Bulk user settings

    5. In the Target Key field, paste in the Target Key

    Frequently asked questions

    How can I share my feedback?

    A huge part of the Early Adopter process is getting your feedback on what’s working and what needs more attention before we publicly launch the feature.

    To provide feedback, please reach out to our Customer Care team or your Customer Success Manager.

    Please note that we may use your responses in marketing promotions for the product launch (don’t worry, we will ask for approval before doing so).


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